Vanguard Morningstar Mid-Cap ETF
1,518 hedge funds and large institutions have $29.6B invested in Vanguard Morningstar Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 681 increasing their positions, 491 reducing their positions, and 121 closing their positions.
288% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $3.32M
39% more repeat investments, than reductions
Existing positions increased: 681 | Existing positions reduced: 491
3.16% more ownership
Funds ownership: 250.06% → 253.22% (+3.2%)
2% less funds holding in top 10
Funds holding in top 10: 182 → 179 (-3)
3% less funds holding
Funds holding: 1,573 → 1,518 (-55)
14% less capital invested
Capital invested by funds: $34.2B → $29.6B (-$4.68B)
28% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$340M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$222M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$176M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$137M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$97.1M |
| 3 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
-$64.6M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$60.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$36M |
VO Hedge Fund Activity: Q2 2022 in Review
1,518 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2022, worth a combined $29.6B — down 14% from $34.2B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of VO and 87 opened new positions — a net loss of 34 holders — while 491 trimmed existing stakes and 681 added.
The largest buyer was Jones Financial Companies, adding an estimated $340M. The largest seller was JP Morgan Chase, cutting an estimated $137M.
- 1,518 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2022, down from 1,573 in Q1 2022.
- Funds reported $29.6B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 87 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2022 and 121 closed out, a net change of -34 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2022 was Jones Financial Companies, an estimated $340M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2022 was JP Morgan Chase, an estimated $137M sold.
Based on aggregated 13F filings for Q2 2022.